DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Visionquest Wealth Management, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Joseph Matthew BakerVisionquest Wealth Management, LLC otherBaker Asset Management, LLC state registeredOtherJul 27, 2017Oct 9, 2017 (74 d)
Matthew James GomollVisionquest Wealth Management, LLC otherDgs Capital Management independent RIAOtherJul 27, 2017Nov 6, 2017 (102 d)
Anthony Van OreVisionquest Wealth Management, LLC otherCwm, LLC independent RIAOtherJun 1, 2017Apr 16, 2019 (684 d)
Steven Mitchell LaskaVisionquest Wealth Management, LLC otherDgs Capital Management independent RIAOtherMay 16, 2017Apr 26, 2018 (345 d)
Jon E GauthierVisionquest Wealth Management, LLC otherHayden Royal otherOtherMay 9, 2017Jun 19, 2017 (41 d)
Nicholas Martin KolbenschlagVisionquest Wealth Management, LLC otherQuestar Asset Management, Inc. otherOtherJul 13, 2016Sep 15, 2016 (64 d)
Tyler Joseph KolbenschlagVisionquest Wealth Management, LLC otherQuestar Asset Management, Inc. otherOtherJul 13, 2016Sep 15, 2016 (64 d)
Gerald William PenegorVisionquest Wealth Management, LLC otherM21 Consulting unclassifiedOtherJun 14, 2010Feb 8, 2010
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8 moves match.